Mic: 2018 Taiwan Semiconductor Industry Output Growth 8.1%

The Global Information Systems Market has been stagnating for a long time, but the global computer market has remained flat in 2018 thanks to commercial switching demand, according to the Institute of Industry Intelligence (MIC) of the National Institute for Policy and Policy, and the global computer system is looking forward to 2019 under the influence of easing demand for commercial switching and trade protection policies. The general market has slightly declined; the server market has been boosted by data storage and computing needs driven by new AI applications, but the annual growth will be slightly lower due to lack of platform change topics.

With regard to the global semiconductor profile in 2018, it is estimated that the market will grow by 10.1%, mainly due to the increasing demand for application terminal memory and new applications such as automotive electronics; the memory growth is expected to slow down by 2019, with an expected growth rate of 3.8%. Observing Taiwan's industry, the performance of information products in 2018 is better than that of the global market under the control of large manufacturer's equipment; Semiconductor is steadily growing due to high-level process and memory market. It is estimated that the output value of Taiwan's semiconductor industry will reach NT $2.46 trillion in 2018, up 8.1% from 2017, and the growth momentum is equivalent to the global average level. .

MIC observes the global information system. In 2018, desktop and notebook computer shipments will be the same as in 2017, while the server market will continue to grow. Desktop computers, which have shrunk to minus 0.3% a year due to the launch of new Intel processors and chipsets, are also expected to grow slightly by 1.6% a year as Taiwanese manufacturers hold orders for most international PC brands. Although Nvidia released a new GPU architecture, Turing and its accompanying display card, in August 2008, Nvidia still has limited contribution to the overall competitive PC market in 2018 due to its high-level competitive market. The server part benefited from the Intel Purley platform conversion and AI application requirements, and the market continued to grow in 2018.

Hong Chunhui, senior industry consultant of MIC, said that the performance of every industry in Taiwan semiconductor industry can be expected. With regard to IC design, as the global market share of mobile phone processors by Taiwanese manufacturers rises, together with the increasing demand for wireless networking chips, TDDI chips and other chips by Taiwanese manufacturers, the output value of Taiwan's IC design industry will grow by 6.2% annually and reach NT$579.8 billion. With the rise of artificial intelligence and Internet of Things (IOT) applications, non-3C IC applications in Taiwan's IC design industry are growing year by year. In addition, the diversification of non-3C product chip specifications attracts IC designers to provide AISC design services. It is expected that the business model will be diversified in 2019. In the second half of 2018, due to a slower demand for miners, Wafer OEMs forecasts a full-year growth of about 6.4%, with a production value of NT $1.2 trillion. Looking forward to 2019, with the production of TSMC 7 + process, the proportion of advanced process in Taiwan is expected to further increase in the future, and the growth rate is estimated to reach 8-10% in 2019.
In the memory sector, MIC said that thanks to rising market prices, Taiwan's memory industry will grow by 25% in 2018, with an output value of NT$205.3 billion. Looking ahead to 2019, DRAM processes will move to 1x and 1y nanometers, and Flash capacity will continue to increase, with declining memory prices expected to hit Taiwanese factories. In the sealing and testing industry, although the market growth of smart portable devices is limited, with the increasing demand for high-speed computing chips, it will promote the utilization of related high-level packaging capacity and then drive the industry scale. It is estimated that the output value of Taiwan IC sealing test industry will grow by 8.3% in 2018 compared with that in 2017, and the output value will reach 474 billion 900 million NT dollars. Looking ahead to 2019, the market demand for high-end packaging is expected to remain strong and the overall packaging industry in Taiwan is expected to grow by about 7%.